Lauren Morris is a registered investment advisor at Retirement Plan Advisors LTD, based in Cincinnati, OH, with 11 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 103 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.60% |
| $2.5M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
9467 Montgomery Road, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lauren has a registered business in Ohio providing part-time administrative support. This business does not generate commissions.
Employment History
Current Registrations
Retirement Plan Advisors LTD
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.